Clearstead Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 2,194
- Total Value
- 6442960137
- Accession Number
- 0000842775-25-000005
- Form Type
- 13F-HR
- CIK
- 0000842775
- Manager Name
- Clearstead Advisors, LLC
Data Enrichment
80% identified1,751 identified443 unidentified
Holdings
2,194 positions
Manager:
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Page 29 of 110
33939L407
Shares:
0
Value:
$529.4M(+401.2%)
464288737
Shares:
0
Value:
$527.5M
46429B747
Shares:
0
Value:
$522.5M(+2.9%)
10258P102
Shares:
0
Value:
$517.3M(-2.5%)
808524862
Shares:
0
Value:
$504.4M(-22.1%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
Ameren Corp(AEEcusip023608102) | — | All Managers (Combined) | $529.7K | ||
(cusip33939L407)✕ | — | All Managers (Combined) | $529.4K | ||
| — | All Managers (Combined) | $527.6K | |||
(cusip464288737)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $527.5K | QoQ NEW(+$527.5K) YoY NEW(+$527.5K) |
Toast, Inc.(TOSTcusip888787108) | — | All Managers (Combined) | $522.9K | ||
| — | All Managers (Combined) | $522.8K | |||
(cusip46429B747)✕ | — | All Managers (Combined) | $522.5K | ||
| — | All Managers (Combined) | $517.4K | |||
(cusip10258P102)✕ | — | All Managers (Combined) | $517.3K | ||
| — | QoQ - YoY NEW | All Managers (Combined) | $516.5K | YoY NEW(+$516.5K) | |
| — | All Managers (Combined) | $516.5K | |||
| — | All Managers (Combined) | $513.7K | |||
| — | All Managers (Combined) | $510.9K | |||
Rayonier Inc(RYNcusip754907103) | — | QoQ - YoY NEW | All Managers (Combined) | $509.9K | YoY NEW(+$509.9K) |
| — | All Managers (Combined) | $509.4K | |||
(cusip808524862)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $504.4K | YoY NEW(+$504.4K) |
Autozone Inc(AZOcusip053332102) | — | All Managers (Combined) | $503.3K | ||
| — | All Managers (Combined) | $501.4K | |||
| — | All Managers (Combined) | $498.9K | |||
| — | All Managers (Combined) | $491.4K |